Advisers in East Providence, RI

3 advisers in East Providence — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Axis Wealth Partners, LLC400 Massasoit Avenue, Suite 112 · East Providence, RI 02914 · (401) 441-5111 · Financial planningCRD 167122 · % of assets, Hourly charges, Fixed fees · $377.4 million AUMSEC registeredNo commissions reported Blue Chip Financial Advisors, LLC34 Hemingway Drive · East Providence, RI 02915 · (401) 435-4239 · Financial planningCRD 119510 · % of assets, Hourly charges, Fixed fees · $104.1 million AUMSEC registeredNo commissions reported Brown Advisory Group, LLC1445 Wampanoag Trail, Suite 102 · East Providence, RI 02915 · (401) 433-1100 · Financial planningCRD 139651 · % of assets, Hourly charges, Fixed fees · $27.1 million AUMState registeredNo commissions reported

Talking to advisers in East Providence? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.